…to a recent article in Bloomberg. Similar to earlier in the year, credit has trailed equity (when measured relative to volatility) while tech stocks have set records. In a recent…
Search Results for: low-volatility funds
Small-Cap ETFs Showing Big Returns
…we’ll do worse than funds that only focus on large” stocks. But if the small-cap rally continues and large-caps follow suit, the article concludes, the outlook is good. …
Quant Bets Divided Over Timing of U.S. Cycle
…“It’s all down to conflicting signals in factor investing,” the article says, “which slice and dice equities by their traits like value, volatility and growth. As warnings snowball that markets…
Are Active Funds Really Dead?
…replicate a fund’s strategy, but at a lower cost.” While these would be counted as redemptions (outflow), it explains, there is an offsetting inflow to collective investment trust that is…
Mark Hulbert Offers Stock Trading Secret
In a recent article for MarketWatch, financial analyst and journalist Mark Hulbert describes what he calls the “market-timing industry’s dirty little secret: bear markets and increased volatility are good for…
Jack Bogle Talks Indexing
…article includes an interview with Bogle in which the octogenarian addresses critic’s concerns about indexing, the “Age of the ETF” and the need for lower cost investing going forward. Here…
Investor Lessons from the Summer of '69
…including low unemployment and fiscal stimulus. “A Fed shift from an inflation-creating mode to an inflation-fighting mode helped contribute to a downturn in both markets,” he wrote in a recent…
Some Thoughts on Howard Marks’ Most Recent Memo
…follow a value approach will allow it to continue to work long-term even though everyone knows it works. In essence, a value investor can give everyone their secret formula and…
Big Oil and Big Tech Offer Different Opportunities for Investors
…technology fit the pattern perfectly in the past two years.” But the sectors offer different opportunities for investors. Since January 2016, when oil prices hit a low, both the global…
The Tarnishing of David Einhorn
…end of 2017. Einhorn started Greenlight in 1996 at the tender age of 27 and rose to fame through the fund’s annualized returns of 26 percent during its first ten…